Comprehensive High-Net-Worth Capabilities and a Clear,
Uncompromising Client Focus
Your LPL financial professional has the freedom to focus solely on your objectives and financial goals. LPL does not have proprietary products or product sales goals, which means your advisor is free to recommend strategies they believe will best serve you. You have access to LPL subject-matter experts and experienced professionals who will partner with your advisor to ensure that together, we develop strategies to even your most complex needs. Our robust suite of capabilities includes the following:
Investment
Strategies
- Customized investment strategies
- Tax-sensitive investing
- Alternative investments
- Hedging strategies
- Environmental, social, and governance (ESG) investing
- Market and economic insights
- Comprehensive reporting
- Concentrated equity solutions
Philanthropic
Planning
- Strategic philanthropic planning
- Income tax coordination
- Charitable trust design
- Foundation creation and administration
- Donor advised funds
Estate
Planning
- Estate planning strategies
- Controlled asset transfer techniques
- Estate and inheritance tax planning
- Wealth preservation strategies
Income Tax
Planning
- Customized tax strategies
- Comprehensive analysis
- Proactive scenario evaluation
- Coordination with tax professionals
Trust
Services
- Trustee services
- Revocable and irrevocable trusts
- Charitable trusts and private foundations
- Special needs trusts
- Asset protection trusts
- Trusteed IRAs
- Life insurance trusts
- Estate settlements
- Estate guardian/conservator
Business Owner
Services
- Succession planning
- Strategic tax planning
- Liquidity planning
- Contingency planning
- Buy/sell advisory
- Business value estimates
Risk Management and
Insurance Planning
- Asset protection planning
- Incapacity planning
- Insurance planning
- Concentrated asset risk management
- Property and casualty insurance review
- Cyber and physical security specialist referrals
Banking and
Lending
- Cash sweep with FDIC coverage
- Bill pay
- Cash management and checking options
- Securities-based lending
- Specialty financing
Family Engagement
and Learning
- Planning and facilitation of family meetings
- Next-generation learning and engagement tools
- Family history and values planning
- Family mission statement design
Curated Referral
Resources
- External specialty providers for needs like household staffing, concierge medicine, full-service bill pay and bookkeeping, private jet travel, school admissions, and more